Investment Options

An investment strategy cannot be the same for every person, which is why at Sumo SIV we tailor investment choices for each client. The investment package we design for you will be influenced by the size of your family, your desire for stability, your need for security, your stage of life, and your immediate and long-term financial goals.

We invest the time to combine different types of investment to achieve a truly optimal outcome, including those described below, and if you would like to know more, we invite you to contact us today.

The options set out below are only some of the investment options available to you.

Cash Accounts

For the ultimate security of your wealth, a cash account is a very safe option. There are many types of cash accounts you can use, which provide flexibility, security, and access to your funds whenever necessary, with a modest rate of return.

For investors seeking simple access to their funds at short notice, allocating a portion of your portfolio to a secure cash account is a popular option.

At Sumo SIV we are at your service to discuss the very best investment options for your personal situation. We know that there is not a one-size-fits-all strategy, and have the flexibility to combine any number of investment pathways in order to create a strong and secure investment strategy that is tailored to you.

For SIV applicants who applied before 1 July 2015, there is no limit as to how much you can invest in a cash account via the SUMO SIV Managed Fund. For more information, click here.

For SIV applicants who applied after 1 July 2015, you may only invest up to 15% of the net asset value of your investment portfolio in a cash account via the SUMO SIV Managed Fund No. 2 due to restrictions imposed by the Australian Government on how much can be invested in cash under the new complying investment rules that came into effect on 1 July 2015. For more information, click here.

Real Estate

Real estate in Australia is prized for its stability, security and prestige. In fact, Australia has one of the strongest and most stable real estate markets in the world.

Investors from many nations are attracted to investments in residential, industrial, and commercial real estate in Australia because of its stability, growth potential and quality.

Sumo SIV can help you navigate Australia’s complex real estate investment rules to ensure that you gain the maximum benefit from your investment.

For SIV applicants who applied before 1 July 2015, you may invest in all types of real estate via the SUMO SIV Managed Fund. For more information, click here .

For SIV applicants who applied after 1 July 2015, you may invest in all types of real estate (except for residential property) via the SUMO SIV Managed Fund No. 2. For more information, click here.

Listed Securities

The biggest, best and highest quality businesses in Australia are publicly traded on the Australian Securities Exchange, or ASX. By investing in Australia, you too can own a share of Australia’s most successful large businesses.

Sumo SIV can help you with your selection of a portfolio of stocks that balances regular income through dividends, and capital growth through rising stock prices. A well-chosen selection of listed securities is one of the best performing asset classes in Australia over a long period of time.

For SIV applicants who applied before 1 July 2015, there is no limit as to how much you can invest in listed securities via the SUMO SIV Managed Fund. For more information, click here.

For SIV applicants who applied after 1 July 2015, as there are mandatory requirements to invest in venture capital funds (at least AUD$0.5 million) and emerging companies managed funds (at least AUD$1.5 million), the balance remaining to invest in listed securities (of the required AUD$5 million) is only up to AUD$3 million. This investment may be made via the SUMO SIV Managed Fund No. 2. For more information, click here.

Bonds and Notes

For investors seeking security and regular income, a portfolio that includes corporate bonds and notes is a sound option.

For SIV applicants who applied before 1 July 2015, there is no limit as to how much you can invest in bonds and notes via the SUMO SIV Managed Fund. For more information, click here.

For SIV applicants who applied after 1 July 2015, as there are mandatory requirements to invest in venture capital funds (at least AUD$0.5 million) and emerging companies managed funds (at least AUD$1.5 million), the balance remaining to invest in corporate bonds and notes (of the required AUD$5 million) is only up to AUD$3 million. This investment may be made via the SUMO SIV Managed Fund No. 2. For more information, click here.

Managed Funds

Managed funds allow an investor to entrust a portion of their wealth to a highly skilled and professional fund manager. There are dozens of options from which to choose, with specialist managed funds for almost every risk tolerance and market.

After discussing and understanding your investment goals, the Sumo SIV professionals can identify a list of managed funds for you to consider.

Emerging Companies Funds

For investors who seek high growth potential and who embrace exciting new ideas, an emerging companies fund might be an ideal fit.

Emerging companies funds that comply with SIV rules are investment vehicles that invest in Australian stock exchange listed companies, each with a market capitalisation of not more than AUD$500 million. They allow investors to have access to a deep pool of talented businesspersons with bold ideas within these small-cap listed companies.

For SIV applicants who applied before 1 July 2015, you have a choice of whether or not to invest in an emerging companies fund via the SUMO SIV Managed Fund. For more information, click here.

For SIV applicants who applied after 1 July 2015, you must invest at least AUD$1.5 million into an emerging companies fund. This can be done via the SUMO SIV Managed Fund No. 2. For more information, click here.

At Sumo SIV we are at your service to discuss the very best investment options for your personal situation. We know that there is not a one-size-fits-all strategy, and we have the flexibility to combine any number of investment pathways in order to create a strong and secure investment strategy that is tailored to you.